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Disclosery

Narus Financial Partners, LLC: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Narus Financial Partners, LLC on EPI, newest first. How the timeline and the estimate are built.

Narus Financial Partners, LLC held 43,958 EPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,958 shares
    Change vs previous 13F -5,431 shares

    0.48% of the 13F portfolio, value $1,880,523.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,389 shares
    Change vs previous 13F -1,712 shares

    0.53% of the 13F portfolio, value $2,015,071.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,101 shares
    Change vs previous 13F -330 shares

    0.65% of the 13F portfolio, value $2,365,465.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 51,431 shares
    Change vs previous 13F +3,944 shares

    0.62% of the 13F portfolio, value $2,273,250.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,487 shares
    Change vs previous 13F +4,192 shares

    0.7% of the 13F portfolio, value $2,254,208.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,295 shares
    Change vs previous 13F -4,384 shares

    0.64% of the 13F portfolio, value $1,892,424.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,679 shares
    Change vs previous 13F +8,271 shares

    0.73% of the 13F portfolio, value $2,158,428.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,408 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,988,528.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).